Cazenove regional business development manager Kim Nelson discusses risk consideration in business.
Mifid II will force fund managers to unbundle the costs of their investment research
Nearly half of Money Marketing readers think that advisers should have discretionary permissions, our latest poll shows. In a survey of 120 readers on the Money Marketing website, 43 per cent said advisers should have discretionary permissions. 40 per cent said they should not, and 17 per cent remained undecided. Many discretionary managers have reported […]
Royal London has defended moving its Ascentric platform to an “all-in” pricing structure earlier this year, saying the decision has paid off with a spike in Sipp accounts. In May, Ascentric moved to a single account charge, ditching trading fees and charges for Sipp and drawdown administration. However, portfolios under £1m are now charged at […]
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
Simon Cooper, Business Development Director, looks at how Cazenove Capital’s approach to continuing professional development encourages advisers to step out of their comfort zone
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Though the subject of costs and charges to investors has always been an issue, the arrival of a lower return environment and greater market volatility have brought this into sharper focus. America is facing the same downward pressure on costs as we are, but they’re a bit further on this journey. Advisers in the US […]
Three advisers reveal their recipes for success when taking on a trainee Young people are the lifeblood of a firm, but what should you consider when hiring a trainee? Three advisers who have gone down different routes share their experiences. Not a ‘mini-me’Bringing in a graduate as a trainee administrator/paraplanner was part of a broader […]
Wrap platform Novia saw its profits before jump by 72.5 per cent to £5.6m in 2018, on the back of increase in its assets under administration. Novia AUA increased by 5 per cent to £6.1bn. According to the company, the performance was dented by a significant market drop in the fourth quarter of 2018. Novia […]